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Blue Hills Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Blue Hills Wealth Management is a financial services firm focused on helping clients navigate life events that impact their finances. The company emphasizes creating simple, confidence-building plans for events such as retirement, employment changes, education, family care, health concerns, real estate transactions, saving and debt management, or other situations that can feel overwhelming. Based in Plymouth, Massachusetts, the firm positions itself as a small-team practice with more than 30 years of experience and access to larger firm resources, aiming to deliver a straightforward, partnership-driven planning approach. Securities offered are through Cambridge Investment Research, with advisory services provided by The AmeriFlex Group, reflecting a networked structure common in the wealth management industry. The target market includes individuals facing complex financial decisions or life transitions, and the firm seeks to support them in pursuing a clear financial strategy without unnecessary complexity.

Find Blue Hills Wealth Management employees' phone numbers or email addresses

Blue Hills Wealth Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Blue Hills Wealth Management's Leadership

  • Financial Adviser, President at Blue Hills Wealth Management
    D. R.
    Financial Adviser, President
    Mobile Phone
  • Operations Manager at Blue Hills Wealth Management
    S. R.
    Operations Manager
    Mobile Phone
  • Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™ at Blue Hills Wealth Management
    S. R. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Mobile Phone
  • Member at Blue Hills Wealth Management
    Y. C.
    Member
    Mobile Phone
  • Marketing Support at Blue Hills Wealth Management
    M. R.
    Marketing Support
    Mobile Phone

Blue Hills Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Blue Hills Wealth Management

Name
Title
Contact
Location
Last Update
  • Financial Adviser, President at Blue Hills Wealth Management
    D. R.
    Financial Adviser, President
    Mobile Phone
    United States, Massachusetts
    Feb 22, 2025
  • Operations Manager at Blue Hills Wealth Management
    S. R.
    Operations Manager
    Mobile Phone
    United States, North Carolina
    Apr 16, 2026
  • Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™ at Blue Hills Wealth Management
    S. R. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Mobile Phone
    United States, Massachusetts
    Jun 28, 2026
  • Member at Blue Hills Wealth Management
    Y. C.
    Member
    Mobile Phone
    United States, New York
    Feb 18, 2026
  • Marketing Support at Blue Hills Wealth Management
    M. R.
    Marketing Support
    Mobile Phone
    United States, Massachusetts
    Aug 03, 2025

Frequently Asked Questions

What is Blue Hills Wealth Management known for?

Minus sign iconPlus sign iconBlue Hills Wealth Management was founded in 1961 and operates in the Financial Services industry. You can contact Blue Hills Wealth Management's main corporate office by phone at
+1-617-471-****
. Explore Blue Hills Wealth Management's company overview page for more information.

What is Blue Hills Wealth Management's most common email format?

Minus sign iconPlus sign iconBlue Hills Wealth Management employees' email format typically follows the pattern of First@bluehillswm.com. Trying to find reliable and up-to-date employee contact data? Find more Blue Hills Wealth Management email formats with LeadIQ.

How many employees does Blue Hills Wealth Management have currently?

Minus sign iconPlus sign iconBlue Hills Wealth Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Blue Hills Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Blue Hills Wealth Management's key employees include:

  • Financial Adviser, President: D. R.
  • Operations Manager: S. R.
  • Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™: S. R. K.
  • Member: Y. C.
  • Marketing Support: M. R.

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